Anic Equity¶
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Total return since start: 0.695 %¶
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Equity now: -----------------------------> 51766.42 Kr¶
Max Equity ever reached: ------------> 51912.9 Kr¶
Portfolio value: --------------------------> 48560.0 Kr¶
PnL: ---------------------------------------> -520.17 Kr¶
DD now: ---------------------------------> -0.282 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 17:06:13.022604'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.270000 | 3348.000000 | 169.400000 | 5.330000 | 3178.600002 |
| HMS Networks | 2 | 0.000000 | 780.000000 | 107.000000 | 15.900000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.580000 | 3535.100000 | 81.100000 | 2.350000 | 3453.999992 |
| HEBA B | 70 | -3.490000 | 2712.500000 | 76.500000 | 2.900000 | 2636.000010 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| SAAB B | 8 | 0.000000 | 3420.000000 | 43.000000 | 1.270000 | 3377.000000 |
| AcadeMedia | 12 | 2.400000 | 593.280000 | 36.280000 | 6.510000 | 557.000004 |
| Resurs Holding | 22 | -0.540000 | 606.760000 | 32.760000 | 5.710000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.630000 | 385.400000 | 30.400000 | 8.560000 | 355.000000 |
| Swedbank A | 3 | 0.280000 | 591.000000 | 27.000000 | 4.790000 | 564.000000 |
| OEM International B | 7 | 0.000000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Intrum | 4 | -1.500000 | 539.800000 | 12.800000 | 2.430000 | 527.000000 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Securitas B | 6 | -1.290000 | 580.440000 | 10.440000 | 1.830000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Midsona B | 63 | 4.000000 | 590.310000 | 7.310000 | 1.250000 | 582.999984 |
| Corem Property Group B | 59 | -4.950000 | 583.220000 | 6.220000 | 1.080000 | 576.999999 |
| Karnov Group | 9 | -0.660000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Creaspac SPAC | 6 | -0.210000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.550000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Coor Service Management Hold. | 8 | -1.920000 | 530.400000 | -1.600000 | -0.300000 | 532.000000 |
| Handelsbanken A | 5 | 0.560000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Fasadgruppen Group | 38 | 3.040000 | 4126.800000 | -13.000000 | -0.310000 | 4139.799990 |
| Boozt | 12 | -2.010000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 1.390000 | 3832.500000 | -17.500000 | -0.450000 | 3850.000000 |
| CTEK | 13 | 0.740000 | 513.370000 | -20.630000 | -3.860000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.610000 | 570.500000 | -24.070000 | -4.050000 | 594.565215 |
| Essity B | 2 | 2.840000 | 549.600000 | -24.400000 | -4.250000 | 574.000000 |
| Essity A | 4 | 2.790000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | 0.790000 | 558.420000 | -54.580000 | -8.900000 | 612.999432 |
| Beijer Electronics Group | 27 | 4.490000 | 3018.600000 | -64.200000 | -2.080000 | 3082.800006 |
| OX2 | 22 | 0.750000 | 1779.800000 | -208.400000 | -10.480000 | 1988.199994 |
| Axfood | 15 | 1.720000 | 4069.500000 | -229.300000 | -5.330000 | 4298.800005 |
| Ovzon | 64 | 0.190000 | 3430.400000 | -564.000000 | -14.120000 | 3994.400000 |
| TOTAL | 48542.670000 | -537.500000 | -0.31555% | 49080.164634 |
Updated:¶
'2023-01-30 17:05:04.084728'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
